Merchant Statements

How to maximise your Merchant Statements to grow your business

Worldline Move 5000. The Terminal

It pays to read your Merchant Statement

As a business owner, reviewing your Merchant Statements may not always be high on your priority list. After all, you’re busy working on your business but taking the time to understand how your business is performing is important, it’s time well-invested. What’s more, every Merchant statement arms you with the tools and insights that may help you to grow your business.

To help you on your way, we’ve put together this handy guide, so you can navigate your Merchant Statements.

Where to find your statement

We’ll send your Merchant Statements inbox. And if you ever need to look back, just log into your Merchant Portal, to access your statements.
You can access, dive in and explore the statements at your own pace.

So, what is it?

The Merchant Statements are reports that break down your customers transactions with your business. Including customer purchase amounts, any associated processing fees and dates of transactions.

Merchant Statements have a lot of information and can seem complex, but once you know what to look for, these insightful reports become a beacon for your business. By giving you visibility across your businesses historical transactions, your customers transactional behaviour, and help you potentially forecast for the future. With ANZ Worldline, you can make data-backed decision.

How to make sense of it all

Our handy Statement Guide gets into the nitty gritty of it all, but here’s a quick overview of what you can expect to see:

Settlement Report: this topline summary gives you an overview of the settlement that was processed to you nominated bank account.  In addition to this, it will provide breakdown of transactions processed during the settlement period..

Billing Notice - Other: show a breakdown of Other fees, charges and adjustments (like Terminal Rental Fees and Tap on Mobile Subscription Fees).

Cost of Acceptance Report: This report outlines the fees you incur for processing card payments. In addition to transaction fees, this report considers ANZ Worldline Payment Solutions’ fees and charges you incur for accepting card payments (e.g. terminal rental fees). 

Billing Notice, detailed: this summarises transaction fee your business incurs broken down by scheme and card type. It also includes charges for your Merchant Facility (i.e. Terminal Rental)
Note: this only applies to Gross Settlement customers.

What it can do for you

It's the small habits we build into our routines that can change our business for the better. Building your Merchant Statement into your management routine can potentially help you:

Get a handle on your finances. Staying across all your transactions and fees can potentially help you forecast and manage your team for the future.

 

Spot errors and security risks. Detect irregularities and prevent chargebacks to keep your business protected and running smoothly.

 

Get your prices right. Understanding your settlement, transactions and fees, may help you determine a pricing model that’s right for your business.

 

Reconcile and report easily. Your Merchant Statements allow provide a consolidated report on all that transaction data, allowing you to review and compare the customer transactional health with ease. 

A blueprint for your business

Consistency is key when it comes to understanding your business. By routinely reviewing your Merchant Statement every two weeks, you not only meet your responsibilities under the Merchant Agreement but also gain valuable insights into customer transactional behaviours. And remember, our team is always ready to assist you whenever you need guidance.